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Mortgage Planning

Investing in a property is often the biggest single investment you can make which is why choosing the right mortgage is paramount.

At Watermark we provide expert advice and guidance in all areas of property funding including residential mortgages, re-mortgages and buy to let mortgages. In general, Buy to Let Mortgages are not regulated by the Financial Conduct Authority.

We spend time understanding your needs and future requirements in order to provide a well structured, individual and flexible funding package.

As independent advisers, we work closely with lenders specialising in property funding. Whatever the size of loan, we will source the most competitive rates, managing the whole process expertly from start to finish.

Watermark Financial Planning do not charge a fee, we will be paid commission from the lender/company. Your home may be repossessed if you do not keep up repayments on your mortgage.

Investments, Savings & Inheritance Tax

Investments, Savings & Inheritance Tax

We understand that every investor is unique, you want your savings to work for you and when it comes to passing on your assets, you want your loved ones to receive your wealth, not the tax man

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Retirement Planning

Retirement Planning

The State Pension alone will not be enough to ensure a comfortable retirement so it is worth reviewing your options as
soon as you can.

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